compare versions with maximizer crm 12: summer 2013...latest features. maximizer crm 12 web access...

MAXIMIZER APPROVED

PARTNER

Compare versions with Maximizer CRM 12: Summer 2013Group and Enterprise Editions

To be successful your sales, customer service and marketing teams need access to critical customer information – anywhere and anytime.

The Maximizer CRM 12 Summer 2013 release speaks to this by providing enhancements and new features that makes it easier to access information from all web enabled devices such as smartphones and tablets, more

integrative features with Microsoft Offi ce® applications, and overall access and usability improvements for web and on-premise.

The following chart provides a comprehensive comparison of new and/or enhanced features and capabilities of the Maximizer CRM 12 Summer 2013 release with previous versions of Maximizer.

The Summer release of Maximizer CRM 12 continues to build on the theme of enhanced performance, usability and productivity while maintaining Maximizer’s position in the market as a simple and easy to use CRM for small to medium businesses and enterprise organisations. Key Improvements:

Mobile access Sales Marketing Customer service Business productivity Customisation Usability Microsoft® integration Workfl ow Automation HubSpot Integration.

User featuresMaximizer CRM

12 Summer 2013*

Maximizer CRM 12 Winter 2012*

Maximizer CRM 11

Maximizer CRM 10/10.5

Mob

ile a

cces

s

Mobile access for tablets (iPad®, Android Tablets®, Blackberry® and many more)

Mobile access for smartphones (iPhone®, Android®, Blackberry and many more)

Automatic login option for quicker access

New in Winter 2012

Quick search

Additional search options (by cases, by city, by county/state and by postcode/zip)

New in Winter

2012

Customisable column views (for tablets)

Open and share documents

Create shortcut on device homescreen

* Maximizer CRM Live automatically updates to the latest features. Maximizer CRM 12 Web Access and Maximizer CRM Live have similar key features.

Monitor opportunities and sales metrics to eff ectively manage and

trigger next steps seamlessly.


12 Summer 2013*


Maximizer CRM 11


Mob

ile A

cces

s Shortcut to email/call-in list view (for smartphones)

Multi-user appointments

Manage key fi elds

Send emails

Manage appointments

Mobile dashboards

Sale

s

Opportunities following tab in address book and hotlist modules

New in Winter 2012

Better linkage between contacts and associated account manager

Web lead capture

Set relationships between accounts (related entries)

Capture campaign sources for leads and opportunities

Sales quota management1 Improved

Email merge fi elds Improved

Email merge templates Improved

Sales opportunity monitoring

Mar

ketin

g

Integrate with HubSpot2 New in Summer 2013

Web lead capture

Campaigns return on investment (ROI) management

Automated campaign templates

Campaign response metrics Improved

Built-In marketing reports Improved

Campaign manager web access


1 Only available in Enterprise Edition and Maximizer CRM Live.

2. HubSpot integration requires Maximizer CRM: HubSpot Connector at extra cost.

MAXIMIZER APPROVED

PARTNER

Achieve more on the web than ever before with comprehensive

upgrades to Maximizer’s web access in Summer 2013.


12 Summer 2013*


Maximizer CRM 11


Serv

ice

Pre-defi ned subjects included in Search Dialog

New in Summer 2013

Customer service following tab in address book and hotlist modules

New in Summer 2013

Web links to knowledge base articles

Notifi cations Improved

Email merge fi elds Improved

Busi

ness

pro

duct

ivity

New address book interface for improved performance and usability

New in Winter 2012

Ability to defi ne mandatory fi elds in address book entries using logic and rules

New in Summer 2013

User-defi ned fi elds support clickable hyperlinks

New in Summer 2013

One click to map from contact address

New in Winter 2012

Quick access for frequently used saved searches and favorite lists

New in Winter 2012

(added to web client)

Saved searches can be confi gured with variables for greater fl exibility

(added to web client)

New details tab for contact info for hotlist module

New in Winter 2012

Activities following tab for address book module

New in Winter 2012

Retrieve address book entries from selected opportunity or customer service cases

New in Winter

2012

Context video help Improved New in Winter 2012

Quick search Improved

Customer timeline

New administrator, new users introductory videos

Contacts following window


Build your own custom key performance indicators with Maximizer CRM

dashboards, to gain instant insight into what matters to your business.


3. Requires LinkedIn premium subscription.


12 Summer 2013*


Maximizer CRM 11


Busi

ness

pro

duct

ivity

Two-level security support for email templates

New in Summer 2013

Email templates support merge fi elds in subject line

New in Summer 2013

Email handling Improved

Automated sending of outgoing emails to diff erent email inboxes

Retrieve opportunities and cases

Appointment reminder email messages Improved

Printing of individual appointments and improved print appointment details report

New in Summer 2013

Quick updates to documents in the company library

Improved display of task originator

Task dependencies and sequencing in action plan Improved

Appointment management with accounts (non Maximizer users)

Web links to external documents and social media profi les

Social media profi ling – LinkedIn® integration3

Cust

omis

atio

ns

Data access web service Application Programming Interface (API)

New in Winter 2012

Web following grid integration framework

New in Winter 2012

Label customisation per user New in Winter

2012

Customisable user profi le such as email, address and photo

MAXIMIZER APPROVED

PARTNER


Save more time than ever before and get comprehensive access to your CRM system with Maximizer

CRM 12 Summer 2013


12 Summer 2013*


Maximizer CRM 11


Cust

omis

atio

ns

Customise which following windows to display

Startup preferences

Key fi eld customisation within web access

New in Summer 2013

Upload photos for accounts

Easily switch views between Individual or teams’ customisation settings (saved searches, column views, favorite lists)

Improved

Colouring rules Improved

Duplicate record checking Improved Improved

Expanded key fi elds customisations and display options Improved Improved

Busi

ness

inte

llige

nce

Web reports – sales funnel, users’ activity, incoming vs. outgoing phone calls, email campaign response metrics, customer service workload reports

Drill down to specifi c slices of pie and bar graphs in dashboards

Single and multi value grouping ondashboards

Increased number of columns indashboards list control

Share dashboards via email

Dashboards Improved

SQL Server Reporting Services (SSRS)

Simple dashboards creation


1 Only available in Enterprise Edition and Maximizer CRM Live.


12 Summer 2013*


Maximizer CRM 11


Usab

ility

enh

ance

men

ts

Type ahead in list view

Right click contextual menu in allmodules Improved

Keyboard navigation in main listview

Easier retrieval of mobile access URL

Shortcut for key fi elds setup

Ability to combine, convert and duplicate entries

New in Summer 2013

Filters in activity tab stored between sessions

New in Summer 2013

Associate column views to savedsearches and favorite lists

Support for international time zones

Inte

grat

ions

Word® Add-In Enhanced look

and feel in Winter 2012

64-bit Word Add-in New in Winter

2012

Instant label & envelope merge inWord

New in Winter 2012

Word merge Usability

improved in Winter 2012

Save documents to Maximizer entries during Word merge

New in Winter 2012

Save any Word document toMaximizer entries

New in Winter 2012

Outlook® Add-In

64-bit Outlook Add-In

New in Winter 2012

Mobile dashboards:Get real time data insights

wherever, whenever.

MAXIMIZER APPROVED

PARTNER


2 Requires HubSpot Connector at additional cost.


12 Summer 2013*


Maximizer CRM 11


Inte

grat

ions

Auto-save emails 1

Contacts synchronization betweenOutlook and Maximizer

Saving emails to Maximizer withoutcreating duplicates Improved New in Winter

2012

Saving emails to Maximizer contacts

Saving emails to Maximizeropportunities Improved

Saving emails to Maximizer customer service cases

New in Winter 2012

Maximizer and Outlook calendarsynching

Oth

ers

Favorite lists support

Appointment notifi cations & support

Filters for notes and documents

Organising saved searches andfavorite lists

Real-time, multi-user updates

Video, voice and image capture toaccounts

Edit and manage documents

Multi-user appointments

Integration with maps

Windows 8® support

New in Winter 2012

Internet Explorer 10® support

New in Winter 2012

Android 4.0® support for mobileaccess

New in Winter 2012

Integrate with leading online marketing software HubSpot.2


12 Summer 2013*


Maximizer CRM 11


Oth

ers

iOS 6® support for mobile access

New in Winter 2012

All access licensing (WindowsDesktop, Web and Mobile)

Optimised ribbon style interface

Support for Internet Explorer® &Firefox®

Improvements to SQL Express®

storage capacity 10GB 10GB 4GB


MAXIMIZER APPROVED

PARTNER

Maximizer Software delivers Customer Relationship Management (CRM) software and professional services to meet the needs, budgets and access requirements of entrepreneurs, small and medium businesses and divisions of large enterprises.

Simple, easy to use and aff ordable, Maximizer CRM enables companies to mobilise their workforces through all-access web, smart phone, tablet and desktop delivery methods.

Easily confi gurable for organisations in any industry, Maximizer CRM optimises sales processes, enhances marketing initiatives and improves customer service to ultimately boost productivity and revenue.

With headquarters in Canada and offi ces and business partners worldwide, Maximizer Software has sold over one million licences to more than 120,000 customers since 1987.

About Maximizer Software

Technology Partners

UK & Eire

T: +44 (0)845 555 99 55F: +44 (0)845 555 99 66E: [email protected]: www.max.co.uk

Rest of the world

Americas

T: +1 604-601-8000E: [email protected]

Europe, Middle East, India

T: +44 (0)845 555 99 57F: +44 (0)845 555 99 66E: [email protected]: www.maximizer.eu

Australia, New Zealand

T: +61 (0) 2 9957 2011E: [email protected]

South Africa

T: +27 (0) 11 275 0116F: +44 (0)845 555 99 66E: [email protected]: www.maximizer.co.za

Asia

T: +(852) 2598 2888E: [email protected]

Social

@Maximizer_CRMfacebook.com/maximizerCRMyoutube.com/maximizerlinkedin.com/maximizer

Simple & quick to deploy, use and maintain

Flexible access options through web, desktop and mobile devices

Value for money with low total cost of ownership and monthly subscription models

Expertise as a leader in pioneering CRM development, with more than 20 years experience.

Why Maximizer CRM?

A test drive of the latest release Information on how CRM can support your role

Tools and eBooks Resources and information on Cloud based CRM

An overview of technology and features

Online demos and features White papers and webinars on CRM best practices.

Visit www.max.co.uk for:

Maximizer CRM helps small and medium-sized businesses maximize their marketing, sales, customer satisfaction capabilities and enhance their productivity and effi ciency through the optimisation of what resources they have.

Maximizer CRM

Certifi ed Solution Provider

T: +32 (0)13 771902F: +32 (0)13 777372E: info@adafi .beW: www.adafi .be

compare versions with maximizer crm 12: summer 2013...latest features. maximizer crm 12 web access...

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